Investment Q&A

• QUALCOMM Incorporated (QCOM $139.75)
  • $139.75 P/E (TTM): 27.69X Cap: $146.54B
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• Corning Incorporated (GLW $130.86)
  • $130.86 P/E (TTM): 77.32X Cap: $104.73B
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• International Business Machines Corporation (IBM $297.14)
  • $297.14 P/E (TTM): 35.67X Cap: $279.42B
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Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?

Upvote 3

Read Answer Asked by Gregory on April 25, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $110.02)
  • $110.02 P/E (TTM): 15.36X Cap: $24.25B
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• Dollarama Inc. (DOL $191.57)
  • $191.57 P/E (TTM): 40.82X Cap: $52.64B
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• Kinaxis Inc. (KXS $126.53)
  • $126.53 P/E (TTM): 75.68X Cap: $3.57B
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• goeasy Ltd. (GSY $131.37)
  • $131.37 P/E (TTM): 9.56X Cap: $2.10B
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• TerraVest Industries Inc. (TVK $157.38)
  • $157.38 Cap: $3.34B
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• Endeavour Mining plc Ordinary Shares (EDV $82.47)
  • $82.47 P/E (TTM): 33.73X Cap: $18.91B
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• Celestica Inc. (CLS $320.24)
  • $320.24 P/E (TTM): 50.01X Cap: $35.26B
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• Sun Life Financial Inc. (SLF $64.35)
  • $64.35 P/E (TTM): 22.25X Cap: $36.23B
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• MDA Space Ltd. (MDA $35.95)
  • $35.95 P/E (TTM): 40.59X Cap: $4.35B
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Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.

Upvote 18

Read Answer Asked by Dorothy on April 25, 2025

Q: Hello! What is your opinion of CanFirst investing? Looks a bit too good to be true.

Upvote 1

Read Answer Asked by Lynn on April 25, 2025

• Aecon Group Inc. (ARE $37.87)
  • $37.87 P/E (TTM): 372.9X Cap: $2.35B
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Q: With Aecon being down roughly 50% in the last 3 months do you it’s a buy here and do you see any further downside,your thoughts on the company…Thanks

Upvote 2

Read Answer Asked by Greg on April 25, 2025

• Berkshire Hathaway Inc. (BRK.B $498.28)
  • $498.28 P/E (TTM): 16.25X Cap: $1.09T
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• Berkshire Hathaway CDR (CAD Hedged) (BRK $36.48)
  • $36.48 P/E (TTM): 0.01X Cap: $1.50T
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Q: I am living in Canada now, and using $CAD most of the time. Due to the Tariff, I worry about the USD will be weak and CAD may become stronger in further. Therefore, I would like to sell 1/3 of BRK.B and covert to all CAD. Also, what kind of Canadian stocks should I buy, which able to have better return like BRK.B? Also, do you think the BRK.B is still able to strong under the Tariff situation. Would you please kindly advise.

Upvote 9

Read Answer Asked by kwokwai on April 25, 2025

• Canadian National Railway Company (CNR $139.28)
  • $139.28 P/E (TTM): 18.8X Cap: $84.70B
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Q: Would you be picking up cnr right now and if so what would be an optimal price?
Steve

Upvote 7

Read Answer Asked by steven on April 25, 2025

• Celestica Inc. (CLS $434.23)
  • $434.23 P/E (TTM): 50.01X Cap: $48.27B
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Q: Please advise if this is a buy, hold or sell after earnings.
Thanks

Upvote 7

Read Answer Asked by Rick on April 25, 2025

• Bank of Nova Scotia (The) (BNS $105.04)
  • $105.04 P/E (TTM): 25.63X Cap: $129.49B
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Q: Has there been any indication as to when BNS May next increase their dividend? I believe they did not increase it in 2024. Your best guess on such an increase?

Upvote 5

Read Answer Asked by Mark on April 25, 2025

• TFI International Inc. (TFII $166.20)
  • $166.20 P/E (TTM): 31.16X Cap: $13.70B
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Q: I was expecting TFII to have a rough day today after missing their target numbers. But it's up (nice surprise), What's happening? How did the call go. Were there some encouraging developments discussed?

Upvote 6

Read Answer Asked on April 24, 2025

Q: Thoughts on Jerash Holdings, too risky in this economic environment and with tariffs?

Upvote 1

Read Answer Asked by Craig on April 24, 2025

• Vitalhub Corp. (VHI $7.81)
  • $7.81 P/E (TTM): 158.82X Cap: $511M
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• WELL Health Technologies Corp. (WELL $4.00)
  • $4.00 Cap: $1.02B
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• Galaxy Digital Inc. Class A common stock (GLXY $28.55)
  • $28.55 Cap: $10.53B
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• Propel Holdings Inc. (PRL $25.76)
  • $25.76 P/E (TTM): 11.47X Cap: $985M
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Q: I'm thinking of exiting WELL for something that will be growthier if the markets continue to recover. I have VHI, GLXY and PRL in the Canadian side of my TFSA. Can you suggest a Canadian Growthy stock regardless of sector?
Thanks!

Upvote 14

Read Answer Asked by Kim on April 24, 2025

• FirstService Corporation (FSV $222.20)
  • $222.20 P/E (TTM): 52.28X Cap: $10.04B
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• TFI International Inc. (TFII $166.20)
  • $166.20 P/E (TTM): 31.16X Cap: $13.70B
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Q: May I have your comments on earnings for First Service and TFI please?

Upvote 7

Read Answer Asked by Margot on April 24, 2025

• Lumine Group Inc. (LMN $20.03)
  • $20.03 P/E (TTM): 75.65X Cap: $5.13B
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Q: Q : Hello 5i team

Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?

Thanks

Upvote 7

Read Answer Asked by Charles on April 24, 2025

• McCoy Global Inc. (MCB $3.32)
  • $3.32 P/E (TTM): 13.1X Cap: $86M
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Q: Clearly yesterday's announcement of the commercialization of their smarTR(TM) along with landing a significant contract was exceptionally well received by the market. As always, would appreciate your analysis.

Upvote 4

Read Answer Asked by karl on April 24, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $28.55)
  • $28.55 Cap: $10.53B
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• CoreWeave Inc. (CRWV $96.41)
  • $96.41 Cap: $44.82B
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Q: GLXY has come to life over the past week.

Is there anything happening here other than the price of BTC?

Sheldon

Upvote 2

Read Answer Asked by Sheldon on April 24, 2025

• SunOpta Inc. (SOY $8.67)
  • $8.67 Cap: $1.03B
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Q: Is SOY a buy at these levels?

Upvote 1

Read Answer Asked by Patrick on April 24, 2025

• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: Good Morning all,

Could you please provide your assessment of Fiserv’s stock movement today (down 15% at one point) relative to their earnings report. It does not appear to me there are any significant issues; there are a couple metrics one could question however I’m not seeing anything to justify the decline.

Thanks as always,

Dave

Upvote 4

Read Answer Asked by Dave on April 24, 2025

• Sportradar Group AG (SRAD $17.20)
  • $17.20 Cap: $5.08B
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Q: Hi team,
Was the share price drop in Srad a result of the share offering or preliminary results? What price are they offering shares at? What’s your take on the issuing of shares? Diluting can be bad of course, unless they are planning on buying something ?

Thanks

Upvote 1

Read Answer Asked by Shane on April 24, 2025

• Bank of America Corporation (BAC $56.68)
  • $56.68 P/E (TTM): 15.45X Cap: $412.81B
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• ConocoPhillips (COP $108.81)
  • $108.81 P/E (TTM): 15.18X Cap: $132.98B
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• Chevron Corporation (CVX $182.58)
  • $182.58 P/E (TTM): 25.44X Cap: $364.16B
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• JPMorgan Chase & Co. (JPM $322.46)
  • $322.46 P/E (TTM): 15.96X Cap: $877.65B
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• Prudential Financial Inc. (PRU $102.75)
  • $102.75 P/E (TTM): 14.06X Cap: $40.06B
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• Exxon Mobil Corporation (XOM $150.95)
  • $150.95 P/E (TTM): 21.66X Cap: $628.56B
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Q: Hi group presently holding 20%in cash (wait or start nibbling now). Light on both Cad /Us financials so can you give me you top 3 (in order of preference) in both US and Cad. Also light on gold and energy same analysis please. Thanks for all your guidance it is much appreciated.

Upvote 8

Read Answer Asked by Terence on April 24, 2025

• Sportradar Group AG (SRAD $17.20)
  • $17.20 Cap: $5.08B
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Q: I figured someone else might ask this but didn't see it and I am trying to figure out if the secondary (and the resulting drop) are a buying opportunity or if it will be an overhang on the stock for awhile. Are shares offered as part of the secondary reflected in today's volume or were they already done separately and if so, at what price?
After answering the above, it would be great to know if you would buy here, sell here or wait to do either one for a specific trigger?

Upvote 2

Read Answer Asked by Tim on April 24, 2025